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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,537 | $132,310-11.2% | $105,754+11.1% | $273,972-57.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.46% | 10.08%-3.6pp | 12.25%-5.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,705 | $4,867-65.0% | $4,079-58.2% | $4,869-65.0% |
| Participant deferral / active EE | $2,508 | $6,233-59.8% | $5,326-52.9% | $5,287-52.6% |
| Admin fee / account holder | $13,291 | $12,036+10.4% | $8,309+60.0% | $10,133+31.2% |